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Content Management

Overcoming 4 Challenges with Client Onboarding in Financial Services

I still vividly remember the pain and anguish of inefficient, manual client onboarding processes, even though it’s been a few years since I transitioned from being a financial advisor to leading Egnyte’s wealth management and buy-side practice. The mountains of paperwork. Ugh. The endless back-and-forth with clients and the new business department because something was forgotten or not filled out correctly. Ugh. The constant worry of maintaining compliance. Double ugh.

January Release Rollup: Copilot - Knowledge Base Reports for Admins, Preview Analytics and More

We’re excited to share new updates and enhancements for January, including: For more information on these updates and others, please read the complete list below and follow the links for more detailed articles.

December Release Rollup: Audio Input in Egnyte Copilot, Procore Integration - Photos and Metadata Sync, and More

We’re excited to share new updates and enhancements for December, including: For more information on these updates and others, please read the complete list below and follow the links for more detailed articles.